Contracting Forms
Contracting Cover Memo (10028-A)
Overwrite Sharing Memo (10028)
Direct-Pay Agent or Corporation (12692-ANN)
Annuity Broker/Dealer Selling Agreement (12892)
Sales through Broker/Dealer (12891)
Financial Institution Contracting (10057)
Bank Representative Application for Appointment (11369)
Annuity DTCC File Request (20028)
Commission Forms
Check if your Bank or Broker/Dealer has their own specific commission schedule.
Annuity Producer Product and Compensation Amendment (12693)
GDC Broker/Dealer Annuity Commission Schedule (12889)